Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,303 | $97,125-29.7% | $86,233-20.8% | $137,256-50.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.31% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $6,568 | $2,841+131.1% | $2,504+162.2% | $4,156+58.0% |
| Participant deferral / active EE | $11,875 | $5,180+129.3% | $4,559+160.5% | $6,407+85.3% |
| Admin fee / account holder | $1,747 | $9,725-82.0% | $8,342-79.1% | $12,270-85.8% |